Personal Schedule / Shift Scheduling

Home > Admin Mode > Schedule > Personal Schedule / Shift Scheduling

From the Home page in Admin Mode, select Schedule, then select Personal Schedule / Shift Scheduling to open the scheduling page. After selecting a user, administrators can apply an existing shift template to specific dates. Multiple shifts can be assigned on the same day, but their times must not overlap. To delete a shift from a date, select that shift again.

After a shift has been assigned, later changes to its shift template do not affect or update the personal schedule automatically.

Clearing a Schedule

Home > Admin Mode > Schedule > Personal Schedule > Any User (Employee) > Clear

Open Personal Schedule, then select a user to view that person's detailed schedule. Administrators can use Clear to remove shifts within a selected date range. Before scheduling shifts for the next year, review and clear any old shifts that are no longer needed so earlier schedule data is not carried forward unintentionally.

Shift Deletion Restrictions

To preserve attendance data, the system prevents a shift from being deleted when related records already exist. Review these rules before deleting a shift.

When a Shift Cannot Be Deleted

  • The shift already contains a clock record.
  • The shift contains a pending or approved missed-punch request.
  • An administrator has added a clock record to the shift.
  • Schedule-based leave is enabled and the shift contains a leave record.
  • Schedule-based leave is enabled and the shift contains a pending or approved leave request.
  • Schedule-based leave is enabled and an administrator has added a leave record to the shift.

If the system prevents you from deleting a shift, check whether the shift contains any of the related records listed above.

Frequently Asked Questions

Q1: How do I modify an employee's shift?

A: Open the SwipePoint app and enter Admin Mode. Select Schedule, then Personal Schedule / Shift Scheduling. Choose the employee, then select Edit in the upper-right corner to edit the employee's schedule.

Q2: How do I open the Personal Schedule / Shift Scheduling page?

A: In Admin Mode, go to the Home page, select Schedule, then select Personal Schedule / Shift Scheduling.

Q3: What is the main purpose of the Personal Schedule / Shift Scheduling page?

A: Administrators can select a user and apply existing shifts to specific dates.

Q4: How many shifts can be assigned per day?

A: Multiple shifts can be assigned on the same day, but their times must not overlap.

Q5: What restriction applies when assigning multiple shifts?

A: Shifts assigned on the same day must not overlap.

Q6: How do I delete a shift from a date?

A: Select the assigned shift again to delete it. If the shift contains clock records, missed-punch requests, or applicable leave records, the system prevents deletion.

Q7: Will editing a shift template affect personal schedules where it was already used?

A: No. Later changes to a shift template do not modify personal schedules where that template was previously applied.

Q8: How do I clear a schedule for a specific date range?

A: Open Personal Schedule, select a user to view the detailed schedule, then use Clear and choose the date range to remove.

Q9: When should I clear a schedule?

A: Before scheduling shifts for the next year, review and clear old shifts that are no longer needed so earlier schedule data is not carried forward unintentionally.

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